Sales Manager

Jeffrey Surniak MST, CPA

Cell: 772-***-****

**** ****** *****

Porte St Lucie, Florida 34986

Email: ************@*****.***

Senior Finance Executive with both public and privately held companies

including domestic and international experience. Experienced in all facets

of financial management with an outstanding record of leading improved

business performance. Key contributor of revenue increases of more than

$600 million and annual profit increases of $80 million. Obtained nearly $1

billion in financing through out my career. Broad experience in

international and domestic finance, accounting and tax aspects of Asia-

Pacific, Europe and Latin America. Extensive background in all aspects of

accounting, SEC reporting, planning, tax and treasury issues as follows:

. Tax planning and compliance

. Transfer pricing

. Domestic and International tax issues

. Mergers and acquisitions

. Fin 48 and FAS 109

. Equity offerings

. Cash management

. Cash flow forecasts

. Payroll administration

. Budgeting and forecasting

. Debt financing

. Strategic planning

. Cost accounting

.

2005 to 2010

Jackson Family Wines, Santa Rosa, California

Jackson Family Wines is the main operating company that manufactures and

sells Kendall-Jackson wines and related brands. It has nearly $600 million

in sales and approximately 1,200 employees. It has operations in 6

countries.

Vice President of Treasury and Tax

Responsible for the entire treasury and tax functions. Responsibilities

included cash management, lender relationships, cash flow forecasts, tax

filings, risk management, payroll administration and tax compliance and

planning. Dramatically improved the use of technology. Managed a staff of

ten individuals. Position reports to the CFO. Significant accomplishments

were as follows:

. Assisted with several acquisitions totaling over $100 million of

investments

. Assisted in obtaining a new $800 million facility with a syndicate of

banks

. Obtained $30 million of annual lease financing

. Obtained $25 million of financing through the Agricultural Banks

. Closed out several tax audits resulting in nearly $10 million of refunds

. Restructured the company to save millions of tax annually

1997 to 2005

Genencor International, Inc. (NASDAQ), Rochester, New York

Genencor was a Biotechnology company with revenues in excess of $400

million and 1,400 employees spread over 19 sites and 12 countries.

Vice President of Strategic Planning and Global Tax

Responsible for the company's long term strategic financial planning

function. Worked with the different functions to develop and prepare the

annual strategic plan for the Senior Management team and the Board.

Provided financial oversight to the Sales, Marketing and Manufacturing

functions. Responsible for all aspects of the company's tax function. This

includes tax filings, transfer pricing and financial reporting such as 10K

and 10Q. Participated on the boards of a Chinese and Japanese JV's.

Contributed nearly $100 million in shareholder value. Managed a staff of

four. This position reported to the Chief Financial Officer. Some of my

accomplishments were as follows:

. Successfully closed four acquisitions with a team in Asia, Europe and the

US. Negotiated, prepared financial models, provided accounting, finance

and tax input. Deals added in excess of $60 million in annual revenue.

. Managed the finance function for the sales and production operations for

two years. Responsibilities included management of cost accounting,

margin analysis of products, accounting for sales and marketing and

price, volume and mix analysis

. Participated in listing the company on NASDAQ. Assisted in the drafting

of the IPO document including the tax disclosures. Assisted with the SOX

reporting and compliance. Company received a clean opinion from the Sox

reporting.

. Through various check-the-box tax planning strategies substantial

reductions in foreign taxes were achieved. These strategies resulted in

$4 million of annual savings for the company and reduced the effective

tax rate to 18%.

. Participated in the application, negotiation and filing for New York

State tax incentives. Process resulted in a $10 million incentive program

with New York State.

. Substantially reduced the State tax liabilities through various elections

and claiming research tax credits. Resulted in a 50% reduction of state

income tax expense.

1991 to 1997

PepsiCo and Buenos Aires Embotelladora S.A. (NYSE), Boca Raton, Florida

Company was engaged in bottling and distributing soft drinks in the

Caribbean, Central and South America. Company had sales of $1 Billion and

5,000 employees.

Tax Director

Responsibilities included all US and foreign taxes of two publicly traded

companies and various business aspects. Prepared and presented numerous

presentations to the Board. Duties included transfer pricing, tax

minimization, compliance and planning. Managed a 30 person staff in three

countries. The position reported to the Chief Financial Officer and also

worked closely with the CEO on some engagements. Some of the achievements

were as follows:

. Participated in the listing of two companies on the NYSE. Provided

support in the IPO filing and with drafting the disclosures.

. Key participant in a $500 million greenfield start-up in Brazil which

included building the infrastructure for a bottling operation to supply

Brazil with soft drinks. It included hiring 3,500 employees, acquiring a

fleet of trucks and building four bottling plants. Sales grew to $500

MUSD from zero in three years.

. Negotiated and arranged $45 million of low cost Brazilian government

financing with the Industrial Development Bank of Brazil. Assembled and

managed the consultants, prepared the applications for the loans and

negotiated the terms with the agency.

. Participated with the CEO in analyzing new franchise opportunities in

both Latin America and Europe. Visited and explored other locations to

determine if they were suitable for expansion. Assisted with negotiations

of new franchise territories.

. Structured the company to minimize the income tax impact of

entering Brazil and

financed the operations through the innovative use of tax hybrids.

Minimized the Company's overall foreign income taxes

through this structure and reduced the yearly tax payments by $10 million

and the company's overall tax rate to a 10% to 15% range.

. Negotiated Brazilian tax incentives of $60 million with various States.

Assembled a team, managed the applications and headed the negotiations.

. Minimized in multiple tax jurisdictions the local sales taxes by $15

million per year. Worked with consultants and internal finance staff to

restructure the Company in two jurisdictions to utilize opportunities to

reduce excise taxes or sales tax.

1990 to 1991

Coopers & Lybrand CPA's, Miami, Florida

Senior Tax Manager

Duties include all forms of taxation both federal and state income taxes

including both tax planning and compliance. Dealt with all forms of

entities including consolidated corporations, partnerships and trusts over

a wide range of industries. Managed the compliance in two offices.

Supervised many syndicated engagements. Managed the IT function of the tax

department. Obtained significant cost reductions through utilization of MIS

tools.

1977 to 1990

Laventhal & Horwath CPA's, Coral Gables, Florida

Senior Tax Manager

Managed the compliance for an office of a large national accounting firm.

Responsibilities included the management of all publicly traded clients in

the office. Duties included both compliance and tax planning for all client

assignments. Managed engagements for all forms of entities including

consolidated corporations, partnerships and trusts. Duties also included

the tax compliance for the firm's local partners. Managed the settlement of

significant tax audits that reduced the assessment by 90% and saved some

clients over $2 million. Restructured two clients to maximize the

utilization of Net Operating Losses

that resulted in significant tax reductions.

Masters of Science in Taxation - 1983 Florida International University

Bachelor of Business Administration - 1977 Florida International University

Passed CPA exam in 1979

Contact this candidate